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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1051
Harbor Investment Advisory
Maryland
$1.92K
M
1052
MOTCO
Texas
$1.88K
CPG
1053
Cornerstone Planning Group
New Jersey
$1.66K +$1.74K +37 New
CP
1054
Castleview Partners
Texas
$1.61K
KFS
1055
Kelly Financial Services
Massachusetts
$1.57K
ATC
1056
Adirondack Trust Company
New York
$1.43K +$1.51K +32 New
TWP
1057
TFO Wealth Partners
Ohio
$1.22K +$941 +20 +333%
JGIA
1058
Jackson Grant Investment Advisers
Connecticut
$1.21K
LF
1059
Lee Financial
Texas
$1.07K
NC
1060
NewSquare Capital
Pennsylvania
$1.07K
HWP
1061
Highline Wealth Partners
California
$1.03K
BWM
1062
Baystate Wealth Management
Massachusetts
$1K
AW
1063
Avion Wealth
Texas
$1K -$423 -9 -21%
PMFA
1064
Plante Moran Financial Advisors
Michigan
$985
CIR
1065
Clear Investment Research
Georgia
$943 -$94 -2 -9%
ECM
1066
Everence Capital Management
Indiana
$918
DWA
1067
Delos Wealth Advisors
Texas
$789
PCTC
1068
Perkins Coie Trust Company
Washington
$671 +$706 +15 New
SFA
1069
Semmax Financial Advisors
North Carolina
$596 +$612 +13 New
CAS
1070
Coppell Advisory Solutions
Texas
$535 -$4.71K -100 -89%
WA
1071
WestEnd Advisors
North Carolina
$448 +$470 +10 New
FGAM
1072
Financial Gravity Asset Management
Texas
$292 -$1.98K -42 -89%
SWA
1073
SOA Wealth Advisors
New York
$233
EAM
1074
Eukles Asset Management
Ohio
$90 +$94 +2 New
WIC
1075
Willis Investment Counsel
Georgia
-$18.4M -391,358 Closed